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LIVE WEBINAR

(Group-Internet Based)

Handling the Repurchase Obligation: Forecasting

August 29, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

You can't manage the repurchase obligation unless you plan for it. This webinar
will provide a basic understanding of the process of completing a repurchase
obligation forecast and the factors and assumptions that affect the outcome of
the forecast, including the impact of specific plan provisions (such as
distribution timing and segregating accounts), the impact of the distribution
mechanics (recycling vs. redeeming), and interplay between the stock value and
the repurchase obligation.

You will learn:

Program

9:30 AM Handling the Repurchase Obligation: Forecasting
Kevin Rusch, Blue Ridge ESOP Associates

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Presenters

Kevin Rusch

presenter photologo

Blue Ridge ESOP Associates

Kevin is a director at Blue Ridge ESOP Associates and has more than 20 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant as well as a qualified pension administrator. Kevin is a member of the ESOP Association's administration advisory committee and a frequent speaker on ESOP administration topics for the ESOP Association and the NCEO. He works with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, repurchase obligation studies, compliance, and operation.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information please contact our event and administrative associate, Christine Lewis at 510-208-1308 or clewis@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Christine Lewis within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.